Securities and mutual funds that have increased in value are the most popular of assets to use when making a 礼物 to UNH. Making a 礼物 of securities or mutual funds offers you the chance to support UNH while realizing important financial benefits for yourself.
When you donate to UNH appreciated securities or mutual funds you have held more than one year, you can reduce or even eliminate federal capital gains taxes on the transfer. You may also be entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.
证券通常以以下形式捐赠给UNH:
直接的礼物. 当你向UNH捐赠证券时, you receive the same income tax savings that you would if you wrote a check, but with the added benefit of eliminating capital gains taxes on the transfer, 可能高达20%. Making a 礼物 of securities to support Wildcats is as easy as instructing your broker to transfer the shares.
死亡转移(TOD)账户. By placing a TOD* designation on your brokerage or investment account, that account will be paid over to one or more persons or charities after your lifetime. It is not necessary for the TOD designation to transfer all of the account solely to charity—-you can designate a certain percentage of the account. With a TOD account, the beneficiary you name has no rights to the funds until after your lifetime. 在那之前, 你可以自由使用经纪账户里的钱, 更改受益人或关闭帐户.
使用增值证券的方法
- 遗嘱或生前信托中的礼物. If you aren't ready to give up these assets during your lifetime, a 礼物 of securities through your will or living trust allows you the flexibility to change your mind at any time. You can continue to receive dividends and participate in shareholder votes, and the securities are still yours if you need them for other expenses.
- 捐助者建议的基金. When you contribute to a donor-advised fund with appreciated securities, you may receive a federal income tax charitable deduction for the fair market value of the asset and eliminate capital gains tax. 因为UNH是一个非营利组织, we also do not pay capital gains tax when we sell the 礼物ed securities to fund the designation you choose, 所以你可以产生比现金更大的影响.
- 天赋异禀. Create an endowment or contribute to one that is already established to ensure that your support of UNH will last forever. We can help guide you to the designation that means the most to you.
- 慈善礼物年金. Funding a 礼物 annuity with appreciated securities or mutual funds will not only provide you with reliable payments for life and allow you to support our work, 但它可以提供许多经济上的好处. 第一个, your annuity payments are often more than the dividends you would receive each year from the securities. 第二个, you can receive a federal income tax charitable deduction (when you itemize) in the year the 礼物 is made and eliminate part of the capital gains tax you would have paid if selling the securities.
- 慈善信托基金. Highly appreciated securities are one of the best ways to fund a charitable remainder trust. You may be reluctant to sell such assets directly because of the tax you would pay on the gain; however, 如果资产被转移到慈善信托, 这些资产可以出售而不产生资本利得税. The trustee can then reinvest the proceeds in order to secure a higher current income yield.
- 慈善领导信托. Rapidly appreciating assets such as stocks are a great way to fund a charitable lead trust. The assets transferred to the lead trust are frozen in value for transfer-tax purposes at the time of funding. 在信托期限结束时, all appreciation that takes place in the trust will pass tax-free to your heirs.
*州法律规定死亡账户的应付款项. Please consult with your bank representative or investment advisor if you are considering this 礼物.
给你信任的顾问...
Please provide these instructions for transfers of appreciated securities
Steward Partners/Raymond James
Mr. 康斯坦丁·哈里斯,财务顾问
Maria Powers,高级注册客户助理
枫树大道145号
朴茨茅斯,NH 03801
电话:(603)427-8872或(844)572-4435
![夕阳下的汤普森大厅](/give/sites/default/files/styles/max_width_480px/public/media/2022-10/thall-tower-sunset.jpg?itok=RFLTDbD2)
下一个步骤
- 联系UNH的礼品策划办公室 所以我们可以帮你指导你的 向联合国赠送的贵重证券 因为这对你来说最重要.
- 与你的个人顾问讨论捐赠的选择 to be sure the 礼物 vehicle you choose is the right fit for you.
- For detailed information on making a 礼物 of securities, please visit our 给股票 页面或 联络我们的办事处.
- 请让我们知道 如果你在你的遗产计划中给了UNH这份礼物, 我们很高兴能在我们的 汤普森的社会, a special community of forward-thinking UNH alumni and friends who have created their legacy here. It is important to complete simple documentation with UNH to ensure we honor your wishes down the line.
Please feel free to share the sample bequest language below with your attorney:
样的语言“我给澳门葡京网赌游戏基金会公司捐款., 埃奇伍德路9号, 达勒姆NH 03824, 新罕布什尔州的一家非营利性公司, 或者它的继承者, 联邦税号02‐0437506, [在此处插入对特定属性的描述]."
请使用以下法律信息 并与您信任的顾问分享.
法定名称:澳门葡京网赌游戏基金会有限公司.
地址:9 Edgewood Road, 达勒姆NH 03824
税号:02‐0437506
我们是来帮你的!
Please contact the UNH Office of 礼物规划 with your questions.
电子邮件: 礼物.planning@samsongmobil.com
电话:(603)862-3694
欢迎来到汤普森协会!
![汤姆逊学会](/give/sites/default/files/styles/max_width_480px/public/media/2022-10/thompson-society-transparent-png-blue.png?itok=7xRx0h8E)
庆祝150周年活动期间(2012-2018), 超过200个家庭计划向联合国儿童基金会捐款, 10美元起,000到数百万美元, which have already started to have an impact on future generations. But the story of legacy goes back to the origins of UNH when Benjamin Thompson left his farm and other assets to establish what would ultimately become the Durham campus of the 澳门葡京网赌游戏.
The Thompson legacy has impacted hundreds of thousands of lives, and yours can, too.
作为遗产捐赠人, 你就会成为汤普森协会的一员, a distinguished group of supporters who have documented planned 礼物s to UNH. The UNH Office of 礼物规划 will work with you to explore options that best meet your philanthropic goals and timeline--whether you wish to make an immediate impact, 用你的礼物创造收入, 或者根据你的意愿送礼物.
We look forward to welcoming you to this prestigious membership of generous donors providing support to generations of Wildcats to come, 我们很荣幸能和你们一起 创造你的联合国大学遗产.